-35.9%
CITR price history and return analytics
+15.3%
-51.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.9% |
| 7D | -12.5% | +1.0% | -13.5% | -13.0% |
| 30D | -14.7% | -0.2% | -14.5% | -14.6% |
| 3M | -23.9% | +4.5% | -28.4% | -25.7% |
| 6M | -28.0% | +14.1% | -42.1% | -29.3% |
| YTD | -37.7% | +14.8% | -52.5% | -39.5% |
| All | -35.9% | +15.3% | -51.2% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling